Mid-market Focus Target IPS as a mid-sized independent investment consulting firm serving employee benefit plans nationwide, offering opportunities to upsell enhanced governance, fiduciary consulting, and custom manager research programs to improve investment decision processes.

Tech Stack Enablement Leverage IPS reliance on cloud and media tools (AWS, WordPress, WP Engine, 1Password, Adobe Suite) to position add-on services such as secure data integration, portal enhancements for clients, and scalable data analytics capabilities.

Compliance & Risk Emphasize IPS’s emphasis on governance, ethics, and professional standards to offer expanded risk management and regulatory compliance services, including independent oversight, benchmarking, and ESG/process transparency to clients.

Revenue Growth With annual revenue in the lower mid-market range, pursue value-based pricing for strategic advisory, performance reporting, and manager evaluation suites to deepen client relationships and expand wallet share.

Market Positioning Differentiate from larger peers by highlighting independence and bespoke solutions for employee benefit plans, presenting opportunities for partnerships, co-hosted educational events, and enhanced due diligence capabilities.